LPL Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Sell |
10,896
-6,318
| -37% | -$98.4K | ﹤0.01% | 5615 |
|
|
2025
Q4 | $344K | Sell |
17,214
-10,642
| -38% | -$230K | ﹤0.01% | 5038 |
|
|
2025
Q3 | $691K | Sell |
27,856
-8,603
| -24% | -$249K | ﹤0.01% | 4359 |
|
|
2025
Q2 | $1.29M | Buy |
36,459
+2,765
| +8% | +$105K | ﹤0.01% | 3525 |
|
|
2025
Q1 | $1.18M | Sell |
33,694
-3,183
| -9% | -$145K | ﹤0.01% | 3418 |
|
|
2024
Q4 | $1.97M | Buy |
36,877
+7,089
| +24% | +$344K | ﹤0.01% | 2878 |
|
|
2024
Q3 | $1.15M | Sell |
29,788
-5,807
| -16% | -$214K | ﹤0.01% | 3259 |
|
|
2024
Q2 | $1.28M | Sell |
35,595
-1,196
| -3% | -$38.5K | ﹤0.01% | 3015 |
|
|
2024
Q1 | $1.17M | Sell |
36,791
-458
| -1% | -$12.4K | ﹤0.01% | 3036 |
|
|
2023
Q4 | $1M | Buy |
37,249
+8,758
| +31% | +$225K | ﹤0.01% | 3037 |
|
|
2023
Q3 | $658K | Buy |
28,491
+3,532
| +14% | +$72.7K | ﹤0.01% | 3268 |
|
|
2023
Q2 | $487K | Buy |
24,959
+8,102
| +48% | +$171K | ﹤0.01% | 3471 |
|
|
2023
Q1 | $349K | Sell |
16,857
-1,784
| -10% | -$27.5K | ﹤0.01% | 3625 |
|
|
2022
Q4 | $270K | Buy |
18,641
+531
| +3% | +$8.48K | ﹤0.01% | 3731 |
|
|
2022
Q3 | $248K | Sell |
18,110
-654
| -3% | -$8.29K | ﹤0.01% | 3754 |
|
|
2022
Q2 | $213K | Sell |
18,764
-641
| -3% | -$8.11K | ﹤0.01% | 3898 |
|
|
2022
Q1 | $298K | Buy |
19,405
+5,011
| +35% | +$70.1K | ﹤0.01% | 3569 |
|
|
2021
Q4 | $228K | Buy |
14,394
+2,757
| +24% | +$52.2K | ﹤0.01% | 3899 |
|
|
2021
Q3 | $224K | Buy |
+11,637
| New | +$225K | ﹤0.01% | 3882 |
|
|
2021
Q2 | – | Sell |
-11,965
| Closed | -$263K | – | 4310 |
|
|
2021
Q1 | $263K | Buy |
11,965
+936
| +8% | +$29.2K | ﹤0.01% | 3572 |
|
|
2020
Q4 | $384K | Buy |
+11,029
| New | +$300K | ﹤0.01% | 2997 |
|
Other funds holding VERX
VPM
TCM
VCM
